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At LAGOS WEALTH ADVISORS, we focus on helping you build, protect and perpetuate family wealth for multiple generations by identifying the necessary resources needed to develop comprehensive solutions to even the most complicated planning objectives. We specialize in serving as a resource for CPA and Law firms, assisting in identifying and implementing solutions to their clients’ most challenging tax and wealth management problems. 
 
As an independent advisory organization, we are free from the conflicts of interest and proprietary pressure imposed on many other advisors who are often limited to the resources of a single organization. LAGOS WEALTH ADVISORS is proud to be partnered with many of the most respected institutions and industry experts in the country. Our structure allows us the unique ability to marshal the best resources on behalf of our clients and their advisors. 
 
LAGOS WEALTH ADVISORS' specialized services provide the foundation for successfully representing the owners of closely held businesses, the affluent family and individuals in or nearing retirement.  Working closely with our clients and their other advisors, we provide our services in a "family office" environment and focus on identifying our clients planning objectives in the areas of wealth accumulation, wealth preservation and wealth transfer planning.  
 
We serve individual client relationships as well as provide comprehensive wealth management resources to CPA, Law and other Advisory firms. LAGOS WEALTH ADVISORS was established by Michael W. Lagos, CFP® in June 1995 as an independent boutique wealth management organization. 

Lagos Wealth Advisors' corporate offices are located in Diamond Bar, California and serve clients across the country. 
 
Dedicated to professional excellence and industry experience, we provide our services in a confidential and consultative manner, building life-long relationships based upon education, trust, communication, and service. 
 
Contact us today to learn how we can potentially help you!
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 LAGOS WEALTH ADVISORS is a DBA for LAGOS FINANCIAL & INSURANCE SERVICES, INC. CA Insurance License #0B60836. Securities offered through registered representatives of Triad Advisors, Inc. member FINRA and SIPC. LAGOS FINANCIAL & INSURANCE SERVICES, INC. is not affiliated with Triad Advisors, Inc. LAGOS FINANCIAL & INSURANCE SERVICES, INC. is a Registered Investment Advisor with the State of California Department of Business Oversight under the laws promulgated under the California Corporate Securities Act of 1966, as amended ("The CA Act") and the Investment Advisors Act of 1940, as amended ("The Act"). This site is intended to serve as a resource for current clients and affiliated advisers. The information provided is intended to give prospective clients an overview of available services offered by LAGOS WEALTH ADVISORS and affiliates. This is not an offer to solicit securities or to provide investment advice. Please see LAGOS FINANCIAL & INSURANCE SERVICES, INC. disclosure document Form ADV, as well as specific investment advisory agreements for more details. No language contained in this website should be construed as an offer to sell any security, which can only be made by prospectus (or offering document) and after client suitability has been reviewed and determined. 


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